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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,062 | $183,539+21.0% | $155,556+42.8% | $145,897+52.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 5.84% | 61.31%-55.5pp | 64.84%-59.0pp | 552.29%-546.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,202 | $6,467-81.4% | $5,631-78.6% | $6,689-82.0% |
| Admin fee / account holder | $48,170 | $19,275+149.9% | $15,885+203.2% | $13,390+259.7% |